Financial Advisor

Overview About Opportunity with Coastal Wealth Management, a growing private wealth advisory firm based in Mystic, CT, currently managing assets across 8 advisors and 4 offices. We have established a strong presence throughout Eastern Connecticut and Rhode Island and are actively expanding across New England. Growth & Transition Support Initial book of approx. 20M to manage Asset Matching Program: we will match onboarding of new managed assets up to $50 million Example: Bring $25M → Receive an additional $25M to manage Bring $30M → Receive an additional $30M to manage Proven expertise onboarding advisors and transitioning client relationships Dedicated support to ensure a smooth, efficient, and client-focused transition Enhanced partnership opportunities for advisors with an established book of business About Coastal Wealth Management Headquarters: Mystic, CT and Glastonbury, CT Additional Offices: Warwick, RI | Pensacola, FL Team Size: 20+ professionals across all locations Assets Under Management: $1.7 billion+ Custody & Platform: Ameriprise Financial We provide comprehensive, personalized financial planning and investment management to thousands of clients. Our services include: Retirement planning (including 401(k) strategies) Investment portfolio management Family wealth planning Full-service financial guidance We operate as a relationship-driven, full-service firm, with a commitment to exceptional client care. To maintain accessibility and deliver high-touch experience, our advisors work fully in-office. What We’re Looking For Experienced Financial Advisors Entrepreneurial mindset with a desire to grow Strong relationship-building and client service skills Existing book of business (required) Commitment to delivering exceptional client outcomes Why Join Coastal Wealth Management? Immediate opportunity to scale your practice Unique asset matching program to accelerate growth Strong operational and transition support Established brand with deep regional presence Collaborative, growth-oriented team culture Clear path to partnership for top performers Note: Candidates should be aware that this position involves working from our offices in Glastonbury and Mystic, CT. Full-Time/Part-Time Full time Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law. We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you. #J-18808-Ljbffr Ameriprise Financial Services, LLC